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Best Practices in
Gathering Requirements for
   SharePoint Projects


    Dux Raymond Sy, PMP



              UMBC Training Center
              June 18, 2009
              7.00pm
What Does This Mean?




8   5   4   9   1      7   6   3   2   0
What Does This Mean?




            SharePoint
Presentation Objectives
  In this presentation, you will learn the best practices in
   gathering requirements for SharePoint Projects

   In addition, you will be able to identify:
    Why having a well defined business case is necessary to
     effectively initiate requirements gathering
    The key components of requirements gathering process
    Why requirements traceability is paramount in defining
     ROI in SharePoint projects
Dux Raymond Sy, PMP
                  Managing Partner, Innovative-E, Inc.

                  Author, “SharePoint for Project
                   Management” by O’Reilly Media

                  Contract Author & Instructor,
                   Learning Tree International

  For more information, connect with Dux

      E-Mail: dux.sy@innovative-e.com

      LinkedIn: meetdux.com/li

      Blog: meetdux.com

      Twitter: twitter.com/meetdux
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
Why are Requirements So Difficult?
Write the Requirements for
What is a Requirement?
  A requirement is something wanted or needed
    Formally documented and written statements
    Capabilities needed to solve a problem
    Conditions of a delivered system, services, product, or
     process
    Constraints on the system, service, product, or process

  Requirements are not
    Verbal, informal statements or conversations in the hallways
    Solutions that state how to solve the problem or meet the
     objectives
    Characteristics of other systems, services, products, or
     processes
    Project budgets, plans, or implementation details
What’s So Special About SharePoint?
Requirements Focus
Example: Defining SharePoint Requirements
  Business requirements

      SharePoint shall increase user productivity by 15 percent

  User requirements

      The user shall be able to retrieve search results within five
       seconds of submitting a search request

  System requirements

      SharePoint search shall support a maximum of 10,000
       simultaneous search requests
Key Components of Requirements Gathering
1.  Requirements Elicitation

2.  Analyzing Requirements

3.  Validating Requirements

4.  Documenting Requirements
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
How Many Squares Do You See?
What is Requirements Elicitation?
  Elicitation: gathering and understanding what
   stakeholders and users need
    Done at both an organizational (business) and a more
     detailed user level

  Elicitation is a human-based activity
    Determine requirements sources
    Decide how to gather information

  Involves research, reading, talking, and observing
    Business-level context and framework
    How the end users do their jobs
    What would help them do their jobs better
    Within the scope of our system, product, or process
Elicitation Process
1.  What do I need to know?

2.  Where do I get this information?

3.  Get the information

4.  Organize what you know

5.  Do I have enough information?
Goal is to Build a SharePoint Solution
  How would you like to drive a Lamborghini Diablo?
    BTW, you just learned how to ride a bike yesterday
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
What is Requirements Analysis?
  Requirements analysis takes elicited information and
   makes sense of it
Analysis Process
1.  Profile Users

2.  Model stated requirements

3.  Gap analysis

4.  Identify the real requirements
Example: Process Flow Diagram
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
What is Requirements Validation?
  Requirements validation allows the user(s) to confirm and
   prioritize the real requirements

  Essential to identify what it will take to deploy SharePoint
    Resources
    Time
    Skillsets
Example: SharePoint Project Schedule
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
Generate a Requirements Document
  Formally communicates
    Overall quantitative and qualitative characteristics
    Functionality of the desired end result or outcome

  Should include
    Requirement Statements
    Process Diagrams
    Traceability Matrix
What Makes a Great Requirement?




Content + Structure = Readability
Writing Requirement Statements
  <Subject> shall be able to <capability> within <criterion>

  <Subject> shall be able to <capability>
    Where criterion is assumed to be 100 percent of the
     stated capability
Example: Defining SharePoint Requirements
  Business requirements

      SharePoint shall increase user productivity by 15 percent

  User requirements

      The user shall be able to retrieve search results within five
       seconds of submitting a search request

  System requirements

      SharePoint search shall support a maximum of 10,000
       simultaneous search requests
Agenda
  What are Requirements?

  Eliciting is Not the Same as Gathering

  Analysis Doesn’t Lead to Paralysis

  Too Legit to Quit?

  Put it on Paper

  Summary
Questions?

             E-Mail: dux.sy@innovative-e.com

             LinkedIn: meetdux.com/li

             Blog: meetdux.com

             Twitter: twitter.com/meetdux
Summary
  You have learned the best practices in gathering
   requirements for SharePoint Projects

   In addition, you are able to identify:
    Why having a well defined business case is necessary to
     effectively initiate requirements gathering
    The key components of requirements gathering process
    Why requirements traceability is paramount in defining
     ROI in SharePoint projects
Thank You!
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Best Practices in Gathering Requirements for SharePoint Projects

  • 1. Best Practices in Gathering Requirements for SharePoint Projects Dux Raymond Sy, PMP UMBC Training Center June 18, 2009 7.00pm
  • 2. What Does This Mean? 8 5 4 9 1 7 6 3 2 0
  • 3. What Does This Mean? SharePoint
  • 4. Presentation Objectives   In this presentation, you will learn the best practices in gathering requirements for SharePoint Projects    In addition, you will be able to identify:   Why having a well defined business case is necessary to effectively initiate requirements gathering   The key components of requirements gathering process   Why requirements traceability is paramount in defining ROI in SharePoint projects
  • 5. Dux Raymond Sy, PMP   Managing Partner, Innovative-E, Inc.   Author, “SharePoint for Project Management” by O’Reilly Media   Contract Author & Instructor, Learning Tree International   For more information, connect with Dux   E-Mail: [email protected]   LinkedIn: meetdux.com/li   Blog: meetdux.com   Twitter: twitter.com/meetdux
  • 6. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 7. Why are Requirements So Difficult?
  • 9. What is a Requirement?   A requirement is something wanted or needed   Formally documented and written statements   Capabilities needed to solve a problem   Conditions of a delivered system, services, product, or process   Constraints on the system, service, product, or process   Requirements are not   Verbal, informal statements or conversations in the hallways   Solutions that state how to solve the problem or meet the objectives   Characteristics of other systems, services, products, or processes   Project budgets, plans, or implementation details
  • 10. What’s So Special About SharePoint?
  • 12. Example: Defining SharePoint Requirements   Business requirements   SharePoint shall increase user productivity by 15 percent   User requirements   The user shall be able to retrieve search results within five seconds of submitting a search request   System requirements   SharePoint search shall support a maximum of 10,000 simultaneous search requests
  • 13. Key Components of Requirements Gathering 1.  Requirements Elicitation 2.  Analyzing Requirements 3.  Validating Requirements 4.  Documenting Requirements
  • 14. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 15. How Many Squares Do You See?
  • 16. What is Requirements Elicitation?   Elicitation: gathering and understanding what stakeholders and users need   Done at both an organizational (business) and a more detailed user level   Elicitation is a human-based activity   Determine requirements sources   Decide how to gather information   Involves research, reading, talking, and observing   Business-level context and framework   How the end users do their jobs   What would help them do their jobs better   Within the scope of our system, product, or process
  • 17. Elicitation Process 1.  What do I need to know? 2.  Where do I get this information? 3.  Get the information 4.  Organize what you know 5.  Do I have enough information?
  • 18. Goal is to Build a SharePoint Solution   How would you like to drive a Lamborghini Diablo?   BTW, you just learned how to ride a bike yesterday
  • 19. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 20. What is Requirements Analysis?   Requirements analysis takes elicited information and makes sense of it
  • 21. Analysis Process 1.  Profile Users 2.  Model stated requirements 3.  Gap analysis 4.  Identify the real requirements
  • 23. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 24. What is Requirements Validation?   Requirements validation allows the user(s) to confirm and prioritize the real requirements   Essential to identify what it will take to deploy SharePoint   Resources   Time   Skillsets
  • 26. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 27. Generate a Requirements Document   Formally communicates   Overall quantitative and qualitative characteristics   Functionality of the desired end result or outcome   Should include   Requirement Statements   Process Diagrams   Traceability Matrix
  • 28. What Makes a Great Requirement? Content + Structure = Readability
  • 29. Writing Requirement Statements   <Subject> shall be able to <capability> within <criterion>   <Subject> shall be able to <capability>   Where criterion is assumed to be 100 percent of the stated capability
  • 30. Example: Defining SharePoint Requirements   Business requirements   SharePoint shall increase user productivity by 15 percent   User requirements   The user shall be able to retrieve search results within five seconds of submitting a search request   System requirements   SharePoint search shall support a maximum of 10,000 simultaneous search requests
  • 31. Agenda   What are Requirements?   Eliciting is Not the Same as Gathering   Analysis Doesn’t Lead to Paralysis   Too Legit to Quit?   Put it on Paper   Summary
  • 32. Questions? E-Mail: [email protected] LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux
  • 33. Summary   You have learned the best practices in gathering requirements for SharePoint Projects    In addition, you are able to identify:   Why having a well defined business case is necessary to effectively initiate requirements gathering   The key components of requirements gathering process   Why requirements traceability is paramount in defining ROI in SharePoint projects